Ten Tips For Terminal Returns

Hosted by The Estate Planning Council of Canada

Link to the course

This session will outline strategies and highlight pitfalls associated with the preparation and filing of terminal tax returns. Participants will be exposed to common challenges in the preparation of terminal returns and how those obstacles can be avoided and or mitigated.

Topics include final income, claiming tax credits, T1 adjustments, capital gains and losses and understanding spousal rollovers. Through real-world case studies and practical advice, attendees will garner additional insight and knowledge associated with the preparation of terminal tax returns.

Key Takeaways:

• Rights or Things

• RESP on Death

• Testamentary Trusts

• Personal Use Property

• Medical expenses

• Tax slip adjudication

• $10K Tax – Free Death Benefit

--- One hour (1.0)

Presenter: Michael Kulbak, MBA, CPA, CMA, TEP

Trust and Estate Professional - Kulbak Trust Solutions

Follow the following link to the course: Estate Planning Council of Canada - Ten Tips For Terminal Returns